James Blue
Blue Advisors · Upper Arlington, Ohio
James Blue is a fee-only financial advisor at Blue Advisors in Upper Arlington, Ohio, who holds the CFP credential. Blue Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Blue Advisors |
|---|---|
| Based in | Upper Arlington, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $18.4M across 47 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, PA · CRD 6205303 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | jblueadvisors.com |
| Profile |
How James's firm compares
- Blue Advisors's average account is about $392,000, from its Form ADV (assets managed divided by 47 accounts).
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Questions about James
Is James Blue a fee-only financial advisor?
Yes. James Blue is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by James's firm.
How does James charge for financial advice?
James's firm, Blue Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Blue based?
James Blue is based in Upper Arlington, Ohio.
What credentials does James Blue hold?
James Blue holds the CFP credential.
Is James Blue registered with the SEC?
Yes. James Blue is registered as an investment adviser representative in OH and PA (CRD 6205303), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Blue Advisors manage?
Blue Advisors reports $18.4M across 47 accounts in assets under management.
How do I contact James Blue?
Through James's website, jblueadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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